Broker Check

Shaping Your Financial Freedom

Employ our dedicated Wealth Management team for strategies designed to pursue your goals, ensuring you have a committed partner along your financial journey.

Schedule a Call
<sup>About Us</sup><br/>Forging A Path Together

About Us
Forging A Path Together

Financial freedom doesn’t just happen. It requires careful planning and informed financial decision-making. Life holds no guarantees, but we believe that with the right planning, discipline, and investment management, everyone can achieve financial freedom. Let’s make it happen together!

We understand that your time is valuable, and ultimately our goal is to save you time. You can schedule an office or virtual phone meeting with us using the link below. We can’t wait to meet you!

Testimonials
Hear What
Our Clients Have To Say

"We have been working with Bryan and Casey for many years and have recommended their services to former work colleagues and multiple family members. We enjoy meeting with them and have always appreciated their personal approach to managing our accounts. They anticipate our needs and are always willing to answer our questions and concerns. The bottom line is we trust them and have been very happy with their support and guidance."

-Jon & Patty C.


This statement is a testimonial by a client of the financial professional as of 08/08/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"The Ozzimo family has been with Foronjy Financial for over four years and throughout that time we have had an exceptional experience. I first met Bryan 10 years ago while he was at Fidelity Investments in Santa Barbara and knowing he handled high net worth individuals gave me confidence. They are responsive to all our needs and go out of their way to make their clients feel special."

-Anne O.



"A very knowledgeable and professional firm."

-Martha R.



“My wife and I have known Bryan Foronjy for over twenty years following my 30 year career with Ford Motor Company as a Plant Human Resources Manager, and Marilyn’s career as a pediatric nurse. In 2000, we moved from Anaheim Hills to Black Lake Village in Nipomo, California. We immediately established contact with Bryan in Santa Barbara. At that time he managed our Fidelity Investments, and we began to execute our retirement plans. We were extremely happy when Bryan opened an office in San Luis Obispo, and we take pride in saying we are among their charter clients. We moved to Novi, Michigan in the fall of 2017, and we now reside in an independent Erickson Retirement Community near our oldest daughter’s family.

As for Bryan, he is a meticulous, well organized, impressive individual with a broad base of knowledge. We firmly believe in Bryan’s management style. He is openly transparent with his business approach, and fully trustworthy. We have entrusted Bryan with our personal wealth and given him the mission to provide us with a monthly income from investments to support our life style, and financials that will extend to our family trustees. He has never let us down, and we have no negative comments. Bryan is personable, pleasant, and we believe a good family man as well. We came to know his family through social events hosted by FF for their clientele, and we are still included while living far away.”

-Mike and Marilyn C.



How We Help
Seek to Minimize Taxes, Protect Investments and Generate Additional Income  

Investing can often be a matter of time and patience–getting through the ups and downs of market volatility and changes. Investing can also be complicated, so let us take the weight off your shoulders. Feel the relief of delegating the challenging task of managing your investment plan so that you can focus on enjoying the things you love.

Book a Meeting


Wealth Management

Your estate plan, your lifestyle goals, your investments, savings, and your taxes will all be aligned, organized, and optimized.


Risk
Mitigation

Foronjy Financial leverages sophisticated technology to identify your unique risk number which is then used to optimize your retirement investments portfolio.


Retirement Solutions

Our highest priority is helping you create a lasting plan for yourself and your family. We want to get to know you personally so we can help you get you where you want to go financially.


Portfolio Management

We believe in long-term investing and we recognize the potential for high volatility in the short term. That is why we provide options that can help mitigate many of the risks in your portfolio.

Ready For Retirement?

Ready For Retirement?

Financial planning and retirement planning can almost be used interchangeably. Ultimately, planning, saving, and investing are all part of securing a comfortable retirement and passing on one’s legacy to future generations. We specialize in helping our clients prepare for that exciting time of life, when careers are winding down and goals and dreams are starting to take center stage. Whether your goals involve philanthropic efforts, traveling, spending more time with family or all of the above, we want to help you get where you want to go.

Providing Solutions In Your Area

As California residents with offices in San Luis Obispo and Santa Barbara, we are extremely dialed-in to the local economic and tax situation. Not only that, but we are your neighbors and share that financial landscape with you. We are very familiar with the larger industries in the area like PG&E, Kaiser Permanente, and Raytheon. This makes us uniquely poised to offer custom advice tailored to this region and the industries that support it.

Although we are more than capable of conducting business remotely via phone, email and Zoom meetings, we love meeting with our clients in person. We want you to feel comfortable with us and we want to know you more personally. Putting names with faces, meeting over coffee and shaking hands is a side of doing business we genuinely enjoy.

01

Santa Barbara County


Learn more
02

San Luis Obispo County



Learn more

Contact Us
We Want To Hear From You

Getting your finances in order shouldn't be a stressful event, so we've created a simple process to help get you on the right path.  Simply schedule your initial on-boarding welcome call and discover how easy becoming a new client can truly be.

Thank you!
Oops!